Never Lose Track of
a Lead Again
Leads in spreadsheets. No follow-up reminders. Lost opportunities because no one knew where the customer was in the process. We set up a CRM that actually gets used.
Why You Need a CRM
HubSpot or Pipedrive
Your choice — HubSpot for marketing focus, Pipedrive for sales focus. Both excellent.
Pipeline Stages
Custom pipeline matching your actual sales process. Lead → Demo → Proposal → Closed.
Contact Properties
Track what matters about each lead. Company size, industry, source, etc.
Email Integration
Gmail or Outlook connected. Every email logged automatically.
Reporting
Know where leads are, conversion rates, and what's in the pipeline.
Automation
Follow-up reminders, stage change emails, task creation — automatic.
What's Included
Setup Process
How do you sell? What stages? What information do you track?
Account created, pipeline configured, properties defined.
Email sync, forms, and basic automations connected.
You know how to add leads, move them through stages, and read reports.
Every Lead Matters
The difference between a growing company and a struggling one is often just follow-up. Track every lead.
Start My CRM →